AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.69B
AUM Growth
+$759M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,083
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$14.2M
3
+$12.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$11.5M
5
MSFT icon
Microsoft
MSFT
+$10.8M

Top Sells

1
+$22.9M
2
+$12.6M
3
+$9.18M
4
MDT icon
Medtronic
MDT
+$7.51M
5
WMT icon
Walmart
WMT
+$5.61M

Sector Composition

1 Financials 17.71%
2 Healthcare 15.39%
3 Technology 14.43%
4 Industrials 8.61%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2.45M 0.03%
120,668
+15,676
652
$2.45M 0.03%
232,344
+34,584
653
$2.44M 0.03%
102,912
+13,218
654
$2.43M 0.03%
62,274
+4,657
655
$2.43M 0.03%
78,200
+116
656
$2.43M 0.03%
21,628
+1,174
657
$2.42M 0.03%
45,672
+4,559
658
$2.41M 0.02%
60,972
+5,344
659
$2.39M 0.02%
87,230
+7,107
660
$2.38M 0.02%
240,434
-179,120
661
$2.37M 0.02%
37,291
+3,059
662
$2.35M 0.02%
47,603
+11,166
663
$2.35M 0.02%
152,499
-7,186
664
$2.35M 0.02%
49,366
+6,907
665
$2.34M 0.02%
150,840
-43,138
666
$2.33M 0.02%
16,808
+2,064
667
$2.33M 0.02%
113,269
-12,790
668
$2.31M 0.02%
20,979
+3,186
669
$2.3M 0.02%
55,477
+7,094
670
$2.3M 0.02%
68,919
+12,498
671
$2.29M 0.02%
37,961
+1,656
672
$2.26M 0.02%
49,044
+3,022
673
$2.26M 0.02%
42,824
+223
674
$2.26M 0.02%
32,938
+1,260
675
$2.25M 0.02%
216,780
+93,245
25 26
27
28 29